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Formatting GoldMine email templates

25/02/2010 – in Techniques

GoldMine email templates give you a great deal of scope for personalising your communications and many people use them to generate standard ‘signatures’.

There are some things to remember though in order to get them to behave properly.

1. Because GoldMine uses components of Internet Explorer in order to render HTML, you must go into IE and set the default font to the one that you’d like to use in your templates.

2. A lot of formatting problems can be overcome by inserting the <<CURSOR>> tag at the top of your template. You can find it in the ‘insert field’ drop-down on the template toolbar or you can literally type it in as above. Make this the very first thing in your template and format it as you’d like your text to appear.

3. Use the formatting buttons to correctly format all of the other parts of the template.

4. Make the template ‘reply-friendly’. If you find that replies default to double-spaced lines then try the following:

In your user options, under the ‘composing’ tab of the email settings, untick ‘include original message when replying’.

Next, so that the original message does still appear after all, go to your template and at the end insert the field ‘Quote text for reply/fwd’ from the drop-down. You can use this in a general purpose template for new and reply emails because it’s just ignored in the former.

5. Local graphics files can be inserted into the template by using the toolbar buttons, but any such file will arrive at the recipient as an attachment (although it will show in the correct place in the email). Rather than doing this, whereby you send a new copy of your company logo each time, it’s better to simply reference a file that’s sitting in a quiet corner of your website. Some familiarity with HTML is needed for this, but you can get to the code behind the template by pressing the (H) button on the template toolbar.